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Kiely Wealth Advisory Group’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Kiely Wealth Advisory Group’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.47M Buy
25,184
+23,204
+1,172% +$1.35M 0.94% 13
2024
Q3 		$115K Buy
+1,980
New +$116K 0.07% 83

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Kiely Wealth Advisory Group's VGSH Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 1,172% in Q4 2024, buying an estimated $1.35M and bringing the position to 25,184 shares worth $1.47M. The position accounts for 0.94% of the portfolio, ranked #13.

Kiely Wealth Advisory Group first reported a position in VGSH in Q3 2024 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold VGSH as of Q4 2024.

  • Kiely Wealth Advisory Group held 25,184 shares of Vanguard Short-Term Treasury ETF worth $1.47M as of Q4 2024.
  • Kiely Wealth Advisory Group bought 23,204 Vanguard Short-Term Treasury ETF shares in Q4 2024, an estimated $1.35M.
  • Vanguard Short-Term Treasury ETF made up 0.94% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #13 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Short-Term Treasury ETF in Q3 2024 and has held it in 2 quarters since.
  • 904 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.